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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,714 | $91,525-29.3% | $130,026-50.2% | $75,181-13.9% |
| Participation rate | 26.9% | 71.4%-44.6pp | 78.5%-51.6pp | 67.2%-40.3pp |
| Annual return | 16.87% | -631.40%+648.3pp | -137.26%+154.1pp | 160.69%-143.8pp |
| Employer contribution / active EE | $1,057 | $2,844-62.8% | $4,321-75.5% | $2,671-60.4% |
| Participant deferral / active EE | $2,222 | $4,342-48.8% | $5,821-61.8% | $4,126-46.1% |
| Admin fee / account holder | $2,330 | $6,778-65.6% | $10,608-78.0% | $5,650-58.8% |